See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,101 | $105,630-61.1% | $87,507-53.0% | $273,961-85.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.08% | 12.25%-3.2pp | 12.21%-3.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $12,774 | $3,141+306.7% | $2,550+401.0% | $4,869+162.4% |
| Participant deferral / active EE | $8,038 | $3,601+123.2% | $3,149+155.3% | $5,287+52.0% |
| Admin fee / account holder | $164 | $4,781-96.6% | $4,221-96.1% | $10,132-98.4% |